Innovahealth Partners, Lp
- Regulatory AUM
- $301M
- Discretionary
- $301M
- Clients
- 16
- Avg AUM / client
- $18.8M
- Accounts
- 16
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 16 | $301M | 100.0% |
Private funds (11)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $210M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Innovahealth Partners Fund, Lp | Private Equity Fund | Delaware | $112M | 87 |
| Ihp Co Invest I, Lp | Private Equity Fund | Delaware | $24.7M | 18 |
| Ihp Co Invest Iii, Lp | Private Equity Fund | Delaware | $18.0M | 17 |
| Ihp Co Invest Iv, Lp | Private Equity Fund | Delaware | $16.8M | 16 |
| Ihp Co Invest Ii, Lp | Private Equity Fund | Delaware | $9.7M | 24 |
| Ihp Co Invest V, Lp | Private Equity Fund | Delaware | $7.4M | 14 |
| Ihp Co Invest Vi, Lp | Private Equity Fund | Delaware | $6.2M | 12 |
| Ihp Co Invest Ii A, Lp | Private Equity Fund | Delaware | $5.8M | 17 |
| Ihp Co Invest I A, Lp | Private Equity Fund | Delaware | $4.0M | 12 |
| Ihp Co Invest Ii B, Lp | Private Equity Fund | Delaware | $3.0M | 18 |
| Ihp Co Invest Iv A, Lp | Private Equity Fund | Delaware | $2.3M | 17 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Berkowitz Iii, Mortimer | Limited Partner & Ceo | Dec 2016 (10y) | 25% – 50% | |
| Golomb, Ariella | Limited Partner & Managing Director | Dec 2017 (9y) | ≈ 0% – 2.5% via Innovahealth Partners Gp, Llc | |
| Mccormick, John, C | Limited Partner, Cco, & Managing Director | Dec 2017 (9y) | ≈ 0% – 2.5% via Innovahealth Partners Gp, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Innovahealth Partners Gp, Llc | General Partner | Dec 2016 | A | Less than 5% |
Undisclosed: 0% – 55% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Golomb, Ariella: 25% – 50% of Innovahealth Partners Gp, Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
- Mccormick, John, C: 25% – 50% of Innovahealth Partners Gp, Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (11, $210M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Innovahealth Partners Fund, Lp | Private Equity Fund | $112M | $0 | 87 |
| Ihp Co Invest I, Lp | Private Equity Fund | $24.7M | $0 | 18 |
| Ihp Co Invest Iii, Lp | Private Equity Fund | $18.0M | $0 | 17 |
| Ihp Co Invest Iv, Lp | Private Equity Fund | $16.8M | $0 | 16 |
| Ihp Co Invest Ii, Lp | Private Equity Fund | $9.7M | $0 | 24 |
| Ihp Co Invest V, Lp | Private Equity Fund | $7.4M | $0 | 14 |
| Ihp Co Invest Vi, Lp | Private Equity Fund | $6.2M | $0 | 12 |
| Ihp Co Invest Ii A, Lp | Private Equity Fund | $5.8M | $0 | 17 |
| Ihp Co Invest I A, Lp | Private Equity Fund | $4.0M | $0 | 12 |
| Ihp Co Invest Ii B, Lp | Private Equity Fund | $3.0M | $0 | 18 |
| Ihp Co Invest Iv A, Lp | Private Equity Fund | $2.3M | $0 | 17 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 4.84 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 05, 2026.
View current Form ADV (SEC/IAPD) ↗